家丽资机构 (HOMERIZ)- 超出预期
家丽资机构的第三季核心盈利1500万令吉(下降33.9%)超出预期,主要是因为先前的自动化措施导致运营成本降低。回想过去,去年第3季度盈利同比下降是由于原材料成本上升(特别是喷雾和包装),劳动力成本上升以及马币兑美元走强。
由于销量下降(集装箱销售数量下降了5%),第三季收入下降1.5%;然而,核心收益(+ 27.5%)受到加班和外包工作减少导致的运营成本降低的推动。家丽资机构最近投资了几台新机器,相信这些机器可以提高效率并节省成本(需要更少的工人)。
家丽资机构宣布第一级中期股息1仙/股。对于全年,预计总计DPS为3仙,相当于股息收益率为4.3%。
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